Best Proadvisor Podcasts (2025)

1
Keeper + Anchor ≠ Kanchor 37:48

1d ago37:48

37:48

Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather th…

1
Episode 126 - Does your practice have termites? - The Woodard Report Podcast 51:45

2d ago51:45

51:45

On this episode Joe speaks with Heather about identifying and removing toxic clients who undermine accounting and advisory practices. Joe shares a vivid metaphor—likening bad clients to termites in a home—and outlines a checklist to help firms define their ideal client profile based on profitability, behavior, scalability, and alignment with firm s…

1
Beyond Invoices: Mastering QBO Payment Links 23:19

10d ago23:19

23:19

Dan and Alicia explore QuickBooks Online's payment links feature, which allows businesses to collect payments without traditional invoicing through shareable URLs, QR codes, and website buttons. They break down the differences between one-time and multi-use payment links, revealing creative applications from conference booths to nonprofit donation …

1
Episode 125 - Geni Whitehouse’s Journey to Authentic Impact - The Woodard Report Podcast 31:43

9d ago31:43

31:43

On this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly …

1
Login Vulnerabilities and QB Pricing Updates [5.27.25] 1:02:56

15d ago1:02:56

1:02:56

Dan and Lynda Artesani discuss the latest rash of Intuit Accountant login hijackings and what ProAdvisors can do to safeguard their logins to protect their client's data. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very…

1
Going Ape for APIs (Breaking News with Hector Garcia) 46:07

17d ago46:07

46:07

Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pri…

1
Episode 124 - From High Jump to High Impact: Chaunte's Boundless Journey - The Woodard Report Podcast 31:42

16d ago31:42

31:42

On this episode, Joe speaks with Chaunté about how her journey as a four-time Olympian and breast cancer survivor has reshaped her understanding of resilience, faith, and purpose. She shares how her athletic discipline, mindset, and spiritual grounding prepared her to train for the Olympics even during chemotherapy—motivated not by medals, but by h…

1
May 2025 QuickBooks Online Updates 25:03

24d ago25:03

25:03

Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billi…

1
Episode 123 - Accounting's AI Revolution Is Here - The Woodard Report Podcast 30:13

23d ago30:13

30:13

On this episode Joe speaks with Liz Scott about the ongoing AI revolution in the accounting profession and how it's transforming the way firms handle data, reduce burnout, and deliver client insights. Liz breaks AI down into three key “buckets”: bookkeeping, data review, and client deliverables—explaining how each is being reshaped by AI-powered to…

1
The 20 Things Bookkeepers Should Never Do (Wheel of Rants) 53:21

1M ago53:21

53:21

Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement lett…

1
Episode 122 - Maximizing ROI at Accounting Conferences - The Woodard Report Podcast 47:20

1M ago47:20

47:20

On this episode Joe speaks with Heather about how to maximize your return on investment from conferences by attending with intention, identifying clear learning goals, and planning connections in advance. They dive into the “three threes” approach—three skills to learn, three tools to explore, and three people to meet—and emphasize the importance o…

1
Is the Grass Greener with Xero? 1:06:06

1M ago1:06:06

1:06:06

There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently. Lynda Artesani and Sarah Prevost join the panel to discuss the differences between QBO and Xero for those that might be looking to add Xero to their suite of supported offerings. Learn about Xero: https://xero5440.partnerlinks…

1
Recertification Season 36:50

1M ago36:50

36:50

Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how cer…

1
Tags Are Back! (I Told You So!) 6:56

1M ago6:56

6:56

Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84By Alicia Katz Pollock, MAT

1
Episode 121 - IRS Shakeups, AI Breakthroughs: Turning Industry Chaos into Opportunity - The Woodard Report Podcast 36:35

1M ago36:35

36:35

On this episode Heather speaks with Eric Green, Founder of the Tax Rep Network, about leveraging expert tax representation to empower business advisors in streamlining client services. They delve into how Eric’s extensive experience as a tax attorney and founder of the tax rep network aids in enhancing efficiency and effectiveness in client engagem…

1
Beta Tests Gone Wild 1:03:43

1M ago1:03:43

1:03:43

Alicia and Margie explore the latest QuickBooks Online updates from April 2025, including granular access for firm members, client ID capabilities, and enhanced bill pay onboarding. They dive into unexpected beta features appearing across different QBO files, from personal cloud backups to journal entry conversions. The hosts also discuss the upcom…

1
Episode 120 - Unlocking Growth: How CAS and AI Are Reshaping Accounting Firms - The Woodard Report Podcast 40:06

1M ago40:06

40:06

On this episode Joe speaks with Dan Hood, editor-in-chief of Accounting Today, about the latest trends from Accounting Today's research on the Top 100 firms, the explosive growth of Client Accounting Services (CAS), and how firms are adapting to staffing shortages and technological innovation. They dive into why CAS is the future growth engine for …

1
Behind on AI Adoption? Because the Second Best Time to Start is Today! 59:50

2M ago59:50

59:50

Ted McRae - Certified Prompt Specialist will be joining Matt and Dan to overview strategies accounting professionals can utilize in their practice to incorporate AI. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very pass…

1
Look What We Found: April 2025 44:29

2M ago44:29

44:29

Alicia and Margie explore recent changes the found to QuickBooks Online, including the new Tap to Pay feature, sales tax payment capabilities, and enhanced migration limits for desktop to online conversion. They discuss interface updates like the modern balance sheet view and new receive payments screen, while sharing useful features that have been…

1
Episode 119 - Counting on Change: How AI is Rewriting the Ledger - The Woodard Report Podcast 47:21

2M ago47:21

47:21

On this episode Joe and Heather talk about their recent experience taking a business leadership course on artificial intelligence at Brown University, where they explored the different types of AI—narrow, agentic, and general—and how each impacts the future of accounting. They emphasize that AI is no longer optional for firms; it’s a competitive ne…

1
Intuit Enterprise Suite Updates with Hector Garcia | April 2025 1:12:40

2M ago1:12:40

1:12:40

Hector Garcia returns to discuss Intuit Enterprise latest updates, which include a revolutionary multi-entity allocation tool that simplifies expense distribution across companies. The episode explores impressive new features like consolidated dashboards that allow real-time comparisons across entities, enhanced project budgeting capabilities tailo…

1
Episode 118 - The Price Is Right: Turning Onboarding into a Profit Center - The Woodard Report Podcast 36:19

2M ago36:19

36:19

On this episode Joe Woodard speaks with Deb Defer, Director of CAS Consulting at Woodard, about how firms can turn client onboarding from a loss leader into a profitable, strategic phase of their CAS engagements. They explore pricing structures like evergreen retainers, volume-discounted cleanups, and onboarding fees to ensure firms aren’t losing m…

1
Intuit/QB Updates and FB Group Post Q&A 1:07:30

2M ago1:07:30

1:07:30

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook Group QB Power Hour is a free, biweekly webinar se…

1
Chart of Accounts (Wheel of Rants) 49:15

2M ago49:15

49:15

Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited…

1
Episode 117 - Grow or Stay Small? Finding Your Firm's Sweet Spot with Dave Olsen and Shane Rowley - The Woodard Report Podcast 37:45

2M ago37:45

37:45

On this episode, Heather Satterley chats with Dave Olsen and Shane Rowley from Nimbl about a big question many accounting pros wrestle with: Should you keep your firm small and flexible or scale it up? Dave shares his personal journey of growing Nimbl from a solo practice into a thriving business with over 100 team members, while Shane talks openly…

1
Playing Taps for Tags 45:17

2M ago45:17

45:17

Alicia and Dan explain the retirement of the Tags feature in QuickBooks Online and outline the critical migration process to Custom Fields before the May 15th deadline. They break down why this change matters, explore the differences between tags and custom fields, and share creative ways businesses utilized tags for tracking everything from weathe…

1
Episode 116 - The Gold Rush of Accounting: Tech, AI & Private Equity - The Woodard Report Podcast 35:07

2M ago35:07

35:07

On this episode, Heather speaks with Todd Robinson, Director of Practice Engagement at Woodard, about the evolution of the accounting industry over the past two decades, from the early days of QuickBooks Online to today's AI-driven landscape. They explore the rise of Client Advisory Services (CAS), the growing interest of private equity in accounti…

1
Daily Sales Summaries and LightSpeed QB Integration 1:00:11

3M ago1:00:11

1:00:11

Rachel and Dan discuss making daily sales summaries for entering transactions into Quickbooks. We will also be taking a closer look into a POS system, Lightspeed and how they handle this process. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Ma…

1
March 2025 QuickBooks Online Updates 40:52

3M ago40:52

40:52

Alicia and Matthew break down the March QuickBooks updates, including the game-changing tap-to-pay feature for iPhones that eliminates the need for card readers while reducing transaction fees. They explore the upcoming ProAdvisor certification season with its $250 weekly prize drawings, and discuss QuickBooks Payments' expanded third-party integra…

1
Episode 115 - Why Operations Should Be the Next Big Focus in Your Practice - The Woodard Report Podcast 44:48

3M ago44:48

44:48

On this episode Joe speaks with Heather about why operations should be the next big focus in your practice. Heather emphasizes the importance of documenting and reflecting on current processes to identify areas for improvement. The discussion also covers aligning operational improvements with firm culture, broadening technology views with automatio…

1
Look What We Found: March 2025 49:23

3M ago49:23

49:23

Join Alicia and Margie as they share their collection of QuickBooks Online interface changes discovered throughout March. From the return of fixed asset subcategories to new banking feed enhancements and reporting features, they highlight both permanent updates and experimental features that appeared briefly. Sponsors Rightworks Rightnow 2025 - htt…

1
Episode 114 - How to Restore Broken Trust with Clients - The Woodard Report Podcast 31:00

3M ago31:00

31:00

On this episode, Joe speaks with Heather about the complexities of trust—how it’s broken, why it happens, and most importantly, how to restore it in business and personal relationships. They outline a five-step approach to rebuilding trust, emphasizing self-awareness, assessing intent, and fostering meaningful resolutions. TV and Movie Quote: Heath…

1
Bug, Glitch, or User Error? 1:01:06

3M ago1:01:06

1:01:06

By Noah DeLong

1
Navigating Your Intuit Account: The Ultimate Guide 49:54

3M ago49:54

49:54

Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and…

1
Episode 113 - Seven Busy Season Productivity Hacks to Keep You Sane - The Woodard Report Podcast 46:17

3M ago46:17

46:17

On this episode, Heather and Joe talk about seven essential productivity hacks to help accountants and bookkeepers stay sane during the busy season. They cover strategies like the two-minute rule, email automation, mindset shifts, and the importance of setting boundaries to maintain efficiency and well-being. Joe also revisits The Execution Factor …

1
Everything You Need to Know About Modern Invoices 1:07:47

3M ago1:07:47

1:07:47

Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to customization options and payment processing improvements. They highlight practical workflow enhancements including customer insights, editing capabilities without leaving the invoice, an…

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